
Advertise on podcast: AIO Financial – Fee Only Financial Advisors
Rating
3.5from
This podcast has
10 episodes
Language
EnglishPublisher
Bill Holliday, CFPExplicit
No
Date created
2015/01/10
Latest episode
2026/08/21
Average duration
17 min.
Release period
31 days
Description
Invest for a Sustainable Future
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Podcast episodes
Check latest episodes from AIO Financial – Fee Only Financial Advisors podcast
Where to Live in Mexico City
2026/08/21
Wondering where to live in Mexico City? Compare some of the best CDMX neighborhoods by safety, transit, earthquake risk, lifestyle, expat presence, property prices, Airbnb rules, and long-term investment potential to find the area that best fits your priorities.
The post Where to Live in Mexico City appeared first on AIO Financial - Fee Only Financial Advisors.
How We Build Portfolios at AIO Financial
2026/08/21
Learn how we build portfolios at AIO Financial using risk-based allocations, global diversification, low-cost index ETFs, non-correlated assets, and disciplined rebalancing. Our investment strategy is designed around each client’s time horizon, risk tolerance, tax situation, and long-term financial goals.
The post How We Build Portfolios at AIO Financial appeared first on AIO Financial - Fee Only Financial Advisors.
Inheritance in America:
2026/08/19
Inheritance in America can be confusing because different assets follow very different tax rules. Learn how inherited cash, real estate, brokerage accounts, traditional IRAs, and Roth IRAs are taxed, along with key rules for step-up in basis, probate, trusts, and beneficiary planning.
The post Inheritance in America: appeared first on AIO Financial - Fee Only Financial Advisors.
Taxes for Americans Living Abroad:
2026/08/19
Americans living abroad generally remain subject to U.S. tax rules, even after moving to another country. This guide explains the key tax issues for Americans living in Mexico or Spain, including the Foreign Earned Income Exclusion, Foreign Tax Credit, FBAR and FATCA reporting, tax residency rules, rental income, retirement accounts, and cross-border planning considerations.
The post Taxes for Americans Living Abroad: appeared first on AIO Financial - Fee Only Financial Advisors.
How Socially Responsible Investing Has Changed:
2026/08/19
Socially responsible investing has evolved far beyond simply avoiding companies or industries that conflict with your values. Today, investors can choose from screening strategies, ESG funds, shareholder advocacy, sustainable ETFs, impact investing, and community investing. Learn how SRI has changed—and what to look for when deciding whether an investment truly aligns with your values.
The post How Socially Responsible Investing Has Changed: appeared first on AIO Financial - Fee Only Financial Advisors.
Guide for Americans Moving to Spain
2026/05/10
The post Guide for Americans Moving to Spain appeared first on AIO Financial - Fee Only Financial Advisors.
Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience
2026/04/28
The post Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience appeared first on AIO Financial - Fee Only Financial Advisors.
Ultimate Guide to Moving to Mexico
2026/03/07
The post Ultimate Guide to Moving to Mexico appeared first on AIO Financial - Fee Only Financial Advisors.
Guide to Socially Responsible Investing (SRI)
2026/03/07
The post Guide to Socially Responsible Investing (SRI) appeared first on AIO Financial - Fee Only Financial Advisors.
Alternative Investments
2025/11/19
The post Alternative Investments appeared first on AIO Financial - Fee Only Financial Advisors.
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WMHpod 2015/01/16
Quiero aprender mas
Es una buena manera de ganar dinero - me gusta que este persona no vende nada.
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